ASSOCIATION OF FINANCIAL ADVISERS

Policy & Regulation

Planners receiving remuneration based on clients’ gearing instalments may have to adjust pre-FOFA....

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Financial planning

Just like any other business, financial advice practices need to think about sustainability. Marc Fabris explains how to make sure your business enjoys many happy birthda...

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Policy & Regulation

Govt appears unmoved by industry efforts to extract a further extension of the TASA arrangements....

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Superannuation

Despite comments by the Prime Minister Julia Gillard some weeks ago that “everything was back on the table” when it came to superannuation, the financial services industr...

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Financial planning

The AFA will soon be rolling out its revamped mentoring program in an effort to bridge the gap between its GenXt and more experienced advisers....

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Editorial

An important statistical snippet came to light during the hearings into legally enshrining the terms ‘financial planner/adviser’ – nearly 50 per cent of planners/advisers...

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Superannuation

Industry broadly welcomes Government’s decision to include contribution cap rise for over-60s in Budget....

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Financial planning

Warning that FOFA fee disclosure requirements will create more problems than they fix....

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Financial planning

The financial advice industry is mourning the loss of Synchron founder and director Paul Riegelhuth, who died late last week after an accident at his home on Sunday 28 Ap...

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Editorial

With the Federal Budget, end of financial year and Federal Election looming, the financial planning industry is still facing a number of critical legislative loose ends. ...

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Financial planning

The financial services industry is bracing itself for Budget nasties as Treasury summons organisations for Friday talks....

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Financial planning

The Association of Financial Advisers (AFA) has signaled it is devising a "consumer-centric" program for its October national conference on the Gold Coast....

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Superannuation

Wayne Swan and Bill Shorten have decided to end the speculation about what the upcoming Federal Budget brings for the superannuation industry. Money Management spotlights...

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Financial planning

AFA wants legislation to reflect that there is no difference between planners and advisers....

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Financial planning

FSC senior adviser, Cecilia Storniolo has pointed to the differences in treatment between accountants and planners on TASA....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 8 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 23 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day 3 hours ago